Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Intellicentrics Savings & Retirement Plan is a benefit plan reported by Intellicentrics, Inc. under EIN 27-3581616 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $6,370,587 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,370,587
- Net assets (EOY)
- $6,370,587
- Net assets (BOY)
- $4,732,040
Income & contributions
- Employer contributions
- $334,487
- Participant contributions
- $761,128
- Total contributions
- $1,370,802
- Total income / additions
- $2,354,752
Expenses & distributions
- Benefits paid
- $690,030
- Administrative expenses
- $26,175
- Total expenses
- $716,205
- Net increase / (decrease)
- $1,638,547